Pensionmark Financial Group, LLC
Holdings in USAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $333,960 | 14,520 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $341,280 | 14,220 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $345,687 | 14,220 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $383,655 | 14,220 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $335,023 | 14,220 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $268,622 | 11,720 | Shares | Sole | 2024-11-25 |
| 2024-06-30 | $255,097 | 10,750 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $286,702 | 10,750 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $245,422 | 10,750 | Shares | Sole | 2024-02-15 |
| 2023-09-30 | $256,495 | 10,750 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $212,205 | 10,750 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $227,147 | 10,750 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $209,947 | 10,750 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $187,050 | 10,750 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $179,740 | 10,750 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $189,307 | 10,750 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $187,587 | 10,750 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $178,127 | 10,750 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $177,160 | 10,750 | Shares | Sole | 2021-08-12 |